Guyasuta Investment Advisors Inc. Acquires 2,246 Shares of NVIDIA Corporation $NVDA

Guyasuta Investment Advisors Inc. grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 134,166 shares of the computer hardware maker's stock after acquiring an additional 2,246 shares during the period. NVIDIA comprises approximately 1.4% of Guyasuta Investment Advisors Inc.'s holdings, making the stock its 21st largest position. Guyasuta Investment Advisors Inc.'s holdings in NVIDIA were worth $26,845,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. State Street Corp raised its stake in shares of NVIDIA by 1.2% in the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker's stock worth $184,911,111,000 after buying an additional 11,451,386 shares during the period. Geode Capital Management LLC grew its stake in shares of NVIDIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker's stock valued at $109,446,217,000 after acquiring an additional 3,383,441 shares during the period. Norges Bank purchased a new stake in NVIDIA in the 4th quarter worth approximately $62,244,133,000. Bank of America Corp DE increased its holdings in NVIDIA by 2.1% in the 1st quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker's stock worth $33,345,453,000 after acquiring an additional 4,019,505 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker's stock worth $33,808,862,000 after acquiring an additional 2,609,560 shares during the period. 65.27% of the stock is owned by institutional investors.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $230.36 on Tuesday. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54. The firm's 50-day moving average price is $211.32 and its 200-day moving average price is $202.51. The stock has a market capitalization of $5.55 trillion, a price-to-earnings ratio of 29.12, a P/E/G ratio of 1.81 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company had revenue of $96.22 billion for the quarter, compared to analysts' expectations of $92.27 billion. During the same period in the previous year, the firm posted $1.05 earnings per share. The firm's revenue for the quarter was up 105.9% on a year-over-year basis. On average, equities research analysts anticipate that NVIDIA Corporation will post 9.1 EPS for the current fiscal year.

NVIDIA declared that its board has approved a share repurchase plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's board believes its stock is undervalued.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA's dividend payout ratio is presently 12.64%.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA’s planned $12.93 billion acquisition of Hugging Face could expand its full-stack AI strategy by combining its chips and CUDA software with Hugging Face’s open-model library and developer community. Analysts view the deal as potentially strengthening NVIDIA’s competitive moat. NVIDIA's Hugging Face Buyout article
• Positive Sentiment: CEO Jensen Huang said OpenAI’s GPT-6 Astra was trained on more than 100,000 Grace Blackwell systems, with another 400,000 GPUs coming online. The announcement reinforces NVIDIA’s role in the largest AI model deployments and highlights potential demand for future systems. Jensen Huang and OpenAI Astra article
• Positive Sentiment: NVIDIA’s $20 billion Groq investment is moving toward commercialization, with Groq 3 LPX racks expected to deploy alongside Vera CPUs and Rubin GPUs at Nebius later this year. This supports the company’s effort to broaden beyond standalone GPUs into complete AI infrastructure. NVIDIA Groq rack article
• Neutral Sentiment: Broadcom raised its expected fiscal 2027 AI-chip revenue to about $115 billion, signaling continued hyperscaler spending but also showing that customers increasingly want custom accelerators in addition to NVIDIA GPUs. Broadcom AI forecast article
• Negative Sentiment: Investors face growing risks from custom chips, AMD and older GPUs being redeployed for longer periods, potentially slowing replacement demand. Opposition to energy-intensive data centers could also delay the infrastructure buildout that supports NVIDIA’s sales. NVIDIA competition article
• Negative Sentiment: Despite exceptional growth, valuation expectations are demanding, while higher memory costs, rising receivables and weaker sequential free cash flow could pressure margins and investor confidence.

Insider Buying and Selling at NVIDIA

In related news, Director Mark Stevens sold 63,501 shares of the firm's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $220.06, for a total value of $13,974,030.06. Following the completion of the sale, the director directly owned 4,558,770 shares in the company, valued at $1,003,202,926.20. This trade represents a 1.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Teter sold 30,000 shares of the firm's stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company's stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,563,501 shares of company stock worth $335,380,530 in the last 90 days. 3.94% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of recent analyst reports. TD Cowen reiterated a "buy" rating on shares of NVIDIA in a research report on Tuesday, August 18th. William Blair restated an "outperform" rating on shares of NVIDIA in a research report on Tuesday, June 2nd. Morgan Stanley set a $300.00 target price on shares of NVIDIA and gave the stock an "overweight" rating in a report on Thursday, August 27th. Rothschild & Co Redburn increased their price target on NVIDIA from $300.00 to $325.00 in a research note on Thursday, August 27th. Finally, Daiwa Securities Group raised their price target on NVIDIA from $215.00 to $255.00 and gave the company an "outperform" rating in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, NVIDIA presently has an average rating of "Moderate Buy" and an average price target of $324.83.

NVIDIA Company Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

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